Peak Funnels + simPRO Integration

Connect Peak Funnels to simPRO in 1 click

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Popular Peak Funnels + simPRO Workflows

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simPRO + Peak Funnels Integration

Create Peak Funnels contact for new simPRO individual customer

If you're using simPRO to manage your sales leads, it's important to also use Peak Funnels to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new individual customer is created in simPRO, a corresponding contact will automatically be created in Peak Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Peak Funnels + simPRO Integration

Create simPRO individual customer for new Peak Funnels form response

When someone completes your Peak Funnels, a new individual customer is automatically created in your simPRO. This way, you can quickly follow up with the form response and turn them into a customer!

Plus, all of the information from the Peak Funnels is automatically populated in the new individual customer, so you don't have to waste time manually entering data. Thus, having a Peak Funnels - simPRO integration set up makes it easy to manage your customer relationships and grow your business.
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Peak Funnels + simPRO Integration

Create simPRO individual customer for new Peak Funnels contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new simPRO individual customer and Peak Funnels contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Peak Funnels + simPRO Integration

Create simPRO individual customer from new Peak Funnels order

As an online store owner, you're likely using Peak Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' individual customer information.

But did you know that you can easily integrate Peak Funnels with simPRO? This integration will allow you to automatically create a individual customer for each new order in simPRO.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Peak Funnels + simPRO Integration
1.
  • Peak Funnels
    Contact is created or updated in Peak Funnels Instant
  • Peak Funnels
    Booking is created in Peak Funnels Instant
  • Peak Funnels
    Order is created in Peak Funnels Instant
  • Peak Funnels
    Order is updated in Peak Funnels Instant
  • Peak Funnels
    Form response is created in Peak Funnels Instant
  • Peak Funnels
    Product is created in Peak Funnels Instant
  • Peak Funnels
    Product is updated in Peak Funnels Instant
  • simPRO
    Job is created in simPRO Instant
  • simPRO
    Company customer created in simPRO Instant
  • simPRO
    Job is updated in simPRO Instant
  • simPRO
    Company customer updated in simPRO Instant
  • simPRO
    Site is created in simPRO Instant
  • simPRO
    Site is updated in simPRO Instant
  • simPRO
    Individual customer created in simPRO Instant
  • simPRO
    Individual customer updated in simPRO Instant
  • simPRO
    Quote is created in simPRO Instant
  • simPRO
    Quote is updated in simPRO Instant
2.
  • Peak Funnels
    Delete contact in Peak Funnels
  • Peak Funnels
    Search contact in Peak Funnels
  • Peak Funnels
    Update contact in Peak Funnels
  • Peak Funnels
    Create contact in Peak Funnels
  • Peak Funnels
    Create product in Peak Funnels
  • Peak Funnels
    Update product in Peak Funnels
  • Peak Funnels
    Search product in Peak Funnels
  • Peak Funnels
    Create member in Peak Funnels
  • Peak Funnels
    Delete member in Peak Funnels
  • Peak Funnels
    Update member in Peak Funnels
  • Peak Funnels
    Create member group in Peak Funnels
  • Peak Funnels
    Update member group in Peak Funnels
  • Peak Funnels
    Delete member group in Peak Funnels
  • simPRO
    Create individual customer in simPRO
  • simPRO
    Search individual customer in simPRO
  • simPRO
    Search company customer in simPRO
  • simPRO
    Create contact in simPRO
  • simPRO
    Create company customer in simPRO
  • simPRO
    Create service job in simPRO
  • simPRO
    Search job in simPRO
  • simPRO
    Create site in simPRO
  • simPRO
    Search contact in simPRO
  • simPRO
    Search site in simPRO
  • simPRO
    Create service quote in simPRO
  • simPRO
    Search quote in simPRO
  • simPRO
    Create activity schedule block in simPRO
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